SMART Plan Update- Summer 2009 Newsletter (PDF)
In this issue: Overview of Reality Investing Advisory Tools- Balancing Retirement and College Savings- Effects of a Small Increase to your Contribution Rate.
SMART Plan Update- Spring 2009 Newsletter (PDF)
In this issue: The case for staying invested - Overview of SMARTPath Retirement Funds - Administrative fee increase - Tax benefit reminder
SMART Plan Update- Winter 2008 Newsletter (PDF)
In this issue: Time to rebalance your portfolio - Finding more information about retirement planning - Contribution limits for 2009 - RMD suspension for 2009 - Attend a 'Fundamentals of Investing' seminar
SMART Plan Update- Fall 2008 Newsletter (PDF)
In this issue: Keep your cool, try not to invest emotionally - Life stage investing - Required minimum distributions - Join us for "SMART Retirement & Beyond
SMART Plan Update- Summer 2008 Newsletter (PDF)
In this issue: New call center open in Massachusetts - Where do I go for information & assistance? - Selecting a beneficiary: an important step
SMART Plan Update- Spring 2008 Newsletter (PDF)
In this issue: Keeping track of your SMART Plan account - How to read your new statement - Managed Account Service- Free Trial Period.
Distribution Options (PDF)
This brochure explains the SMART Plan's distribution options.
Plan Overview (PDF)
This brochure includes specific information about the SMART Plan, as well as general information about the benefits of saving through the Plan.
OBRA/Part-time Information (PDF)
This information guide explains basic facts about OBRA/Part-time employees and the SMART Plan.
Reality Investing (PDF)
This brochure provides an overview of the Advisory Services the SMART Plan has made available to participants.
TD AMERITRADE (PDF)
This information guide explains basic facts about the self-directed brokerage account option.
How Much Can I Contribute? (PDF)
This information guide explains how much you can contribute to the SMART Plan within IRS legal limits for 2009.
How to Access Your Account (PDF)
This information guide will show you how to access and make changes to your SMART Plan account.
The Cost of Waiting (PDF)
This information guide explains the potential benefits of participating in the SMART Plan.
Contributing Through Two Plans (PDF)
This information guide explains the differences between 457 and 403(b) Plans in 2009. 403(b) Plans are offered to eligible employees of educational institutions.
Deferral of Sick, Vacation and Back Pay (PDF)
This information guide explains the process of deferring sick, vacation and back pay into your SMART Plan account.
Additional sites to help you plan for your retirement
